Mission Wealth Management’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,026
| Closed | -$1.1M | – | 448 |
|
|
2020
Q4 | $1.1M | Hold |
16,026
| – | – | 0.07% | 134 |
|
|
2020
Q3 | $1.21M | Buy |
16,026
+4
| +0% | +$273 | 0.09% | 102 |
|
|
2020
Q2 | $888K | Sell |
16,022
-82
| -0.5% | -$3.98K | 0.08% | 121 |
|
|
2020
Q1 | $548K | Buy |
16,104
+82
| +0.5% | +$4.26K | 0.06% | 147 |
|
|
2019
Q4 | $845K | Sell |
16,022
-8
| -0% | -$427 | 0.08% | 128 |
|
|
2019
Q3 | $845K | Buy |
16,030
+8
| +0% | +$382 | 0.09% | 119 |
|
|
2019
Q2 | $691K | Hold |
16,022
| – | – | 0.08% | 132 |
|
|
2019
Q1 | $663K | Sell |
16,022
-350
| -2% | -$13.7K | 0.08% | 134 |
|
|
2018
Q4 | $567K | Hold |
16,372
| – | – | 0.07% | 138 |
|
|
2018
Q3 | $691K | Hold |
16,372
| – | – | 0.09% | 121 |
|
|
2018
Q2 | $671K | Hold |
16,372
| – | – | 0.1% | 110 |
|
|
2018
Q1 | $718K | Sell |
16,372
-350
| -2% | -$16.3K | 0.12% | 92 |
|
|
2017
Q4 | $854K | Hold |
16,722
| – | – | 0.15% | 73 |
|
|
2017
Q3 | $668K | Hold |
16,722
| – | – | 0.12% | 86 |
|
|
2017
Q2 | $578K | Hold |
16,722
| – | – | 0.11% | 89 |
|
|
2017
Q1 | $557K | Sell |
16,722
-2,200
| -12% | -$68.2K | 0.11% | 91 |
|
|
2016
Q4 | $517K | Buy |
18,922
+2,900
| +18% | +$82.9K | 0.1% | 93 |
|
|
2016
Q3 | $484K | Hold |
16,022
| – | – | 0.12% | 90 |
|
|
2016
Q2 | $504K | Hold |
16,022
| – | – | 0.13% | 79 |
|
|
2016
Q1 | $484K | Sell |
16,022
-132
| -0.8% | -$3.63K | 0.13% | 82 |
|
|
2015
Q4 | $517K | Sell |
16,154
-210
| -1% | -$6.55K | 0.15% | 70 |
|
|
2015
Q3 | $480K | Buy |
16,364
+8,626
| +111% | +$254K | 0.15% | 67 |
|
|
2015
Q2 | $220K | Buy |
+7,738
| New | +$208K | 0.08% | 120 |
|
Other funds holding DHI
ECU
